Latest Institutional Sells of Evercore Inc. (EVR)
This list provides information on the latest institutional transactions involving Evercore Inc. (EVR) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-129- 0.25% |
$31.9K - $40.7K
|
50.8K
$14M
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-126- 11.34% |
$31.2K - $39.8K
|
985
$272K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-121- 1.37% |
$30K - $38.2K
|
8.71K
$2.4M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-119- 5.89% |
$29.5K - $37.6K
|
1.9K
$524K
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 1.18% |
$24.8K - $31.6K
|
8.41K
$2.32M
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-100- 9.8% |
$24.8K - $31.6K
|
920
$254K
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 1.01% |
$24.8K - $31.6K
|
9.8K
$2.7M
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-94- 5.18% |
$23.3K - $29.7K
|
1.72K
$474K
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-86- 11.99% |
$21.3K - $27.1K
|
631
$174K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-66- 3.13% |
$16.3K - $20.8K
|
2.04K
$563K
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-56- 0.1% |
$13.9K - $17.7K
|
56.5K
$15.6M
|
|
Jan 14, 2025
Q4 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-52- 0.54% |
$12.9K - $16.4K
|
9.55K
$2.63M
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-47- 0.73% |
$11.6K - $14.8K
|
6.35K
$1.75M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-40- 3.86% |
$9.91K - $12.6K
|
995
$274K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-31- 3.32% |
$7.68K - $9.79K
|
904
$249K
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-26- 0.75% |
$6.44K - $8.21K
|
3.43K
$947K
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-22- 0.92% |
$5.45K - $6.94K
|
2.36K
$651K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-18- 7.47% |
$4.46K - $5.68K
|
223
$61.5K
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-18- 1.54% |
$4.46K - $5.68K
|
1.15K
$317K
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-16- 14.68% |
$3.96K - $5.05K
|
93
$25.6K
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-14- 0.15% |
$3.47K - $4.42K
|
9.44K
$2.6M
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-13- 1.07% |
$3.22K - $4.1K
|
1.2K
$331K
|
|
Jan 22, 2025
Q4 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-11- 0.44% |
$2.72K - $3.47K
|
2.5K
$689K
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-9- 0.5% |
$2.23K - $2.84K
|
1.79K
$492K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7- 17.07% |
$1.73K - $2.21K
|
34
$9.38K
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-6- 0.39% |
$1.49K - $1.89K
|
1.54K
$426K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5- 25.0% |
$1.24K - $1.58K
|
15
$4.14K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-4- 2.19% |
$991 - $1.26K
|
179
$49.4K
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 30.77% |
$991 - $1.26K
|
9
$2.48K
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 57.14% |
$991 - $1.26K
|
3
$827
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-3- 0.28% |
$743 - $947
|
1.06K
$292K
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-3- 0.33% |
$743 - $947
|
908
$250K
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-2- 0.15% |
$495 - $631
|
1.29K
$355K
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-1- 0.01% |
$248 - $316
|
6.77K
$1.87M
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-379K- 99.76% |
$80M - $98.1M
|
927
$256K
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-275K- 41.29% |
$58M - $71.1M
|
391K
$108M
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-259K- 91.76% |
$54.7M - $67.1M
|
23.3K
$6.42M
|
|
Nov 08, 2024
Q3 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-254K- 42.02% |
$53.6M - $65.7M
|
351K
$96.7M
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-206K- 25.83% |
$43.5M - $53.3M
|
592K
$163M
|
|
Nov 06, 2024
Q3 2024
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-191K- 55.11% |
$40.3M - $49.4M
|
156K
$42.9M
|
|
Nov 12, 2024
Q3 2024
|
Boston Partners
Boston, MA |
SELL
|
- |
-191K- 11.4% |
$40.3M - $49.4M
|
1.48M
$409M
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-146K- 15.38% |
$30.8M - $37.8M
|
803K
$221M
|
|
Nov 12, 2024
Q3 2024
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-133K- 12.78% |
$28.1M - $34.4M
|
908K
$250M
|
|
Nov 12, 2024
Q3 2024
|
Scout Investments, Inc.
|
SELL
|
- |
-116K- 44.4% |
$24.6M - $30.1M
|
146K
$40.2M
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-62.5K- 94.46% |
$13.2M - $16.2M
|
3.66K
$1.01M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-60.7K- 37.93% |
$12.8M - $15.7M
|
99.3K
$27.4M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-58.8K- 86.4% |
$12.4M - $15.2M
|
9.26K
$2.55M
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-49.9K- 21.72% |
$10.5M - $12.9M
|
180K
$49.6M
|
|
Nov 14, 2024
Q3 2024
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-45.2K- 66.95% |
$9.53M - $11.7M
|
22.3K
$6.15M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-43.1K- 84.14% |
$9.09M - $11.1M
|
8.12K
$2.24M
|